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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,264 funds (~37%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
EWA
2401
Emergent Wealth Advisors
New York
$192M +$23.2M +14% 16.1% 133 14.29%
KPPF
2402
Klein Pavlis & Peasley Financial
California
$192M +$11.2M +6% 9.43% 96 10.42%
CF
2403
Cyr Financial
Illinois
$192M +$22.1M +13% 7.62% 63 9.52%
BCG
2404
BayBridge Capital Group
California
$192M +$30.5M +19% 12.7% 106 19.81%
WWWM
2405
White Wing Wealth Management
Texas
$192M +$25.1M +15% 15.2% 44 25%
AA
2406
Atmos Advisory
Pennsylvania
$191M +$15.2M +9% 7.56% 30.2% 20 0%
LKWM
2407
Lee-Kelleher Wealth Management
Maryland
$191M +$23.2M +14% 13.1% 50 20%
PFA
2408
Pillar Financial Advisors
Kentucky
$191M +$20.1M +12% 10.4% 116 10.34%
ALWM
2409
Andrews Lucia Wealth Management
California
$191M +$23.8M +14% 12% 59.7% 39 10.26%
MWM
2410
Magnolia Wealth Management
Alabama
$191M +$19.4M +11% 11.7% 45.4% 212 91.98%
MCA
2411
Martin Capital Advisors
Texas
$191M +$32.4M +20% 28.5% 117% 78 7.69%
KFGG
2412
Keystone Financial Group (Georgia)
Georgia
$191M -$1.87M -1% 7.44% 137 13.87%
GWM
2413
GK Wealth Management
Nevada
$190M +$75.5M +66% 33.3% 269 94.05%
EL
2414
ES4 LLC
California
$190M +$35.5M +23% 12.3% 33 6.06%
CCC
2415
Chesapeake Capital Corp
Florida
$190M +$51.6M +37% 28.4% 177 16.38%
DC
2416
Dahring Cusmano
Michigan
$190M +$27M +17% 11.3% 63 9.52%
FSBI
2417
Fearless Solutions (Best Invest)
Texas
$189M +$23.7M +14% 18.7% 140 10%
GFL
2418
Granite FO LLC
New Hampshire
$189M +$20.1M +12% 41.4% 111% 172 1.74%
SCA
2419
Sander Capital Advisors
Washington
$189M +$16.4M +9% 17.9% 68.8% 15 33.33%
FI
2420
FWG Investments
Kentucky
$189M +$31.6M +20% 12.1% 137 29.93%
FRA
2421
FFG Retirement Advisors
Colorado
$189M +$17.1M +10% 9.42% 41.1% 48 20.83%
LWA
2422
Ledgewood Wealth Advisors
New Hampshire
$188M +$10.7M +6% 9.38% 81 14.81%
RMSCM
2423
R.M. Sincerbeaux Capital Management
New York
$188M +$16.5M +10% 11% 76.4% 39 2.56%
PR
2424
PSP Research
Pennsylvania
$188M +$46.6M +33% 15.6% 89 26.97%
TCPG
2425
Trivant Custom Portfolio Group
California
$188M +$5.39M +3% 15.3% 86.1% 91 19.78%